Fidelity Investments jobs in Chicago, IL - 84 jobs

The Role Director, Asset Management Risk - Resiliency & Operational Risk Strategy A strategic leadership role shaping the resiliency, governance, and risk posture of Fidelity's global Asset Management organization. We are seeking a Director of Asset Management Risk to lead a critical and highly visible function responsible for advancing the resiliency, continuity, and operational risk capabilities across Fidelity's Asset Management (AM) business. This is a unique opportunity for a seasoned risk leader to influence enterprise‑wide strategy, elevate risk maturity, and guide the organization through a complex and rapidly evolving risk landscape. In this role, you will bring thought leadership, strategic insight, and strong collaboration skills to help the organization anticipate risks, strengthen controls, and enhance preparedness for business and technology disruptions. You'll work across trading, technology, operations, investment teams, and enterprise partners-positioning this role at the center of AM's operational and strategic ecosystem. The Opportunity As Director, you will: * Set direction for AM's resiliency and continuity strategy, ensuring alignment with enterprise standards while tailoring approaches to the unique needs of our global investment business. * Provide senior‑level risk advisory support on assessments, governance, issue escalation, program enhancements, and emerging threat analysis. * Lead a disciplined approach to continuity planning, crisis readiness, and recovery strategy, ensuring AM is positioned to operate effectively during and after disruptive events. * Oversee testing and validation of AM's technology and vendor resiliency programs, partnering closely with Fidelity's enterprise technology teams. * Direct the review and governance of information barriers and control frameworks across business units. * Drive a data‑driven approach to risk identification and decision‑making through automated workflows, dashboards, predictive analytics, and leading risk indicators. * Represent AM Risk in enterprise working groups, governance forums, and key senior‑leadership discussions. This role offers substantial exposure to senior executives, opportunities to influence enterprise risk posture, and the ability to shape the long‑term resiliency and operational strategy for the Asset Management business. What Makes This Role Exciting * Enterprise Impact: Your strategies will directly influence how Asset Management prepares for, responds to, and recovers from operational and technology risks. * Strategic Leadership: You'll shape the future of resiliency practices and advance AM's operational risk maturity. * Cross‑Functional Influence: You'll work across the entire business-trading, technology, operations, investments, data analytics, compliance, and enterprise partners. * Innovation Opportunity: Drive adoption of advanced analytics, automation, and modern resiliency engineering practices, including cloud‑based (AWS) resiliency. * Executive Visibility: Present insights, recommendations, and risk intelligence to senior leaders across AM and the enterprise. * Career Acceleration: This role positions you as a trusted advisor, thought leader, and enterprise‑wide influencer in a domain that is increasingly critical to financial services. The Expertise You Bring * Bachelor's degree preferred * Extensive experience in operational risk, business resiliency, technology risk, or related leadership roles * Strong command of data analysis * Deep understanding of continuity planning, technology recovery, and cloud resiliency practices * Experience advising senior leaders and influencing risk‑related decisions * Familiarity with Asset Management or Investment Management tech and operations The Skills You Bring * Proven leadership experience driving risk or resiliency programs at scale * Ability to translate complex risks into actionable insights for senior leaders * Excellence in executive‑level communication, presentation, and stakeholder engagement * Ability to build consensus and influence across diverse business and tech teams * Strong project and program management discipline * Demonstrated ability to design metrics, dashboards, and leading indicators that inform strategic decisions * Strong judgment, critical thinking, and problem‑solving skills in time‑sensitive environments Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk provides strategic direction and risk intelligence to leaders across Fidelity's AM business. We proactively identify, analyze, and monitor risks to safeguard the interests of the firm, clients, and associates. By partnering with business and technology leaders, we strengthen controls, streamline processes, and elevate the resiliency and stability of the organization. As a director on our team, you will play a key leadership role in driving a more resilient and risk‑aware Asset Management organization. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Risk

The Role: Morningstar's U.S. Strategic Accounts team seeks a highly motivated, experienced Senior Vice President, Business Development focused on impactfully growing a book of assigned clients and prospects within the Wealth Management and Asset Management segments. You will represent Morningstar's suite of capabilities including Data, Research, Software and will work with Sales Specialists on opportunities for Indexes, Pitchbook, Sustainalytics, Market Data, Investment Management, Buy-Side solutions and Audience Sales. Because this role covers opportunities across the U.S., it will require approximately 25-50% travel. This position will be based in Chicago or New York. Job Responsibilities: Exceed revenue targets Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution. Establish and build key C-suite client relationships and act as a Morningstar ambassador in the client's enterprise. Proactively uncover cross sell and upsell opportunities within assigned territory (or client base) with a hunter mindset. Forecast and proactively uncover sales opportunities with clients and prospects. Build a deep understanding of our clients' businesses and deliver a high level of customer centricity. Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams. Document daily activities in CRM system. Qualifications: Candidates should have at least ten 7-10 years of sales and account management experience in the finance and investment industry. Proven track record of exceeding prior annual sales targets. Prior experience in a hunter role. Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, organized approach. Strong leadership, long-range strategic planning, and time-management skills Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. Ability to understand complex investment concepts. A bachelor's degree required, MBA or CFA a plus. Total Cash Compensation: $173,000 - $313,000 Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Role: The Facilities Coordinator supports daily operations of the site by managing vendors, maintaining a safe and efficient workplace, and serving as a primary on‑site point of contact for employees, partners, and service providers. This role ensures the facility runs smoothly through proactive site management, strong communication, and hands‑on support for events, safety, and space organization. The Responsibilities: Vendor & Project Management Coordinate vendor scheduling, site access, and day‑to‑day escorting. Serve as the consistent on‑site contact for all vendor activity. Verify completion of work, report discrepancies to the Facilities Manager, and support close‑out documentation. Manage preventative maintenance schedules and support implementation. Maintain on‑site security protocols, including badging and visitor oversight. Collaborate with internal partners on cost needs and invoice processing. Site Operations & Workplace Support Conduct daily site walks, document findings, and relay maintenance needs to the Facilities Manager. Participate in monthly janitorial walkthroughs and provide quality feedback. Manage service tickets-accept, address, and route requests efficiently. Support event preparation and ensure events are executed safely. Act as liaison between Security, Janitorial, Dock, Engineering, SPS, and other building partners. Occasionally manage facilities needs outside of normal work hours. Primary Point of Contact Serve as the main on‑site POC for Security, Building Management, Dock Operations, Engineering, and after‑hours needs. Provide clear communication and strong customer service to employees and partners. Safety & Culture Act as a Safety Advocate-model safe behavior, reinforce policies, and educate staff. Promote a “One Team” culture and set an example for professionalism and collaboration. Support site cleanliness, including light janitorial tasks as needed. The Requirements: 2 years of experience in facilities, workplace operations, property management, or a related field. Experience coordinating vendors, contractors, and building partners. Familiarity with work order systems (e.g., SNOW or similar ticketing platforms). And tech at large. Knowledge of basic building operations, safety protocols, and emergency procedures. Ability to perform daily site walkthroughs and identify maintenance needs. Experience supporting events, office moves, or workplace accommodations. Comfortable working onsite in a fast‑paced, service‑oriented environment. Ability to lift/move items as needed for events or light facilities tasks (typically 25-40 lbs). Willingness to support occasional after‑hours or emergency needs. What you can bring to Morningstar: Clear, professional communicator with strong interpersonal skills. Ability to build relationships with employees, vendors, and building partners. Strong attention to detail with the ability to manage multiple tasks Reliable in documenting walkthroughs, logging tickets, and tracking vendor work. Resourceful, proactive, and able to assess situations and escalate appropriately. Comfortable making decisions to support operations and safety. Works effectively with cross‑functional partners (Security, Engineering, Janitorial, Concierge, P&C). Enjoys working with a team to get the job done Takes pride in maintaining a safe, clean, and well‑run facility. Follows through on tasks and ensures issues are resolved. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $63,400.00 - 107,775.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Group: Morningstar's mission is to create products that help investors achieve their financial goals. For the Retirement group, that means building products and solutions that help employers maximize the value of their workplace retirement plans and put individuals on the path to better retirement outcomes. Retirement is a high-growth area for Morningstar offering a diverse suite of technology and investment-based solutions. Our unique client base includes retirement plan providers, sponsors, advisors, consultants, and participants. The Retirement Services Center within Morningstar Retirement is critical to achieving our mission of helping individuals achieve a better retirement. The Role: We are seeking a motivated and compassionate person with a strong desire to help others. As a Retirement Services Representative, you will respond to inquiries from retirement plan participants who are current or prospective clients of our managed account service, Morningstar Retirement Manager. Your responsibility will be to help individuals navigate our online platform and to promote the value of our personalized savings and investment advice. You will also respond to questions from retirement plan advisors regarding our fiduciary services product, Plan Advantage. As advisors build, review, and manage their own clients' retirement plan menus, you will provide key guidance and product expertise. This is an ideal position for someone who is eager to enter the retirement industry and passionate about helping investors achieve their long-term goals. It is based in our Chicago office. Responsibilities: Respond to inbound client inquiries via phone and email. Guide clients through the user interfaces of Morningstar Retirement's multiple products, demonstrating exceptional product knowledge. Increase adoption and retention of our managed account service by promoting the value of risk-appropriate portfolios and explaining our methodology in accessible and concise language. Provide guidance and support to financial advisors as they utilize Plan Advantage to build and review their clients' retirement plans. Collaborate with our operations team to investigate and resolve issues as they arise, serving as a key point of contact between clients and internal experts. Communicate with teammates and team leaders regarding recurrent issues. Share customer feedback with management to continuously improve the client experience. Qualifications: College degree or equivalent work experience. Excellent communication and interpersonal skills. Prior experience working in a customer service environment. Attention to detail and accuracy in client interactions. Proactive and creative thinking skills with a collaborative approach to problem-solving. Proficiencies in Microsoft Office Suite, including PowerPoint, Excel, and Word. Prior experience supporting financial products or financial software solutions is a plus. Bilingual in Spanish highly preferred. This role is a hybrid position where the employee will need to be in office four days a week. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $59,900.00 - 101,825.00 USD Annual Inclusive of annual base salary and target incentive If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton Fixed Income (FTFI) is an investment advisory unit of Franklin Templeton Investments, managing a diverse range of single- and multi-sector fixed income strategies. With over $215 billion in global fixed income assets under management, FTFI leverages expertise from teams based in San Mateo, Boston, London, New York, Chicago, and Singapore. The group's disciplined approach integrates top-down macroeconomic views, bottom-up research, and rigorous portfolio construction to deliver consistent, risk-adjusted returns across global markets. Key Responsibilities Trade Execution Execute buy and sell orders for corporate bonds (investment grade and high yield), ensuring best execution and compliance. Market Analysis & Idea Generation Monitor global financial markets, economic indicators, interest rates, credit spreads, and geopolitical events to identify trading opportunities. Provide market commentary and actionable ideas to portfolio managers. Collaboration & Communication Work closely with portfolio managers to support investment strategies. Liaise with brokers, counterparties, and internal teams (research, sales, operations, technology, risk) to optimize trading and resolve issues. Build and maintain strong relationships with market counterparties. Technology & Innovation Use advanced trading platforms, market data systems, and internal tools. Explore technology solutions to enhance trading efficiency and risk management. Reporting & Documentation Prepare reports and presentations on trading activity, risk exposures, and market trends. Maintain accurate trading records. Compliance & Due Diligence Ensure all trading activities meet firm and industry standards, regulatory guidelines, and internal policies. What Will Help You Be Successful in This Role Experience, Education & Certifications Requires 3-5 years' experience trading fixed-income securities, focusing on corporate bonds (investment grade and high yield). CFA or post-graduate degree preferred. Bachelor's degree in finance, economics, mathematics, computer science, or related field. Technical Skills Deep understanding of financial markets and investment processes. Strong analytical, quantitative, and problem-solving skills. Advanced proficiency with market data platforms and trading systems, including Charles River or Aladdin. Soft Skills Excellent communication, interpersonal, and negotiation skills. Highly organized, detail-oriented, and able to manage multiple projects in a fast-paced environment. Self-motivated, committed to learning, and able to work independently and in teams. Work Schedule & Location On-site 4 days per week in San Mateo, CA / Chicago, IL / Boston, MA. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $140,000 - $160,000 depending on location and level of relevant experience. #LI-Onsite Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

and the Individual Investor Business Morningstar's Individual Investor business empowers investors with data, research, and tools to help them make informed financial decisions. Our flagship Morningstar Investor platform provides deep insights, portfolio tracking, and investment research, while Morningstar.com serves as a hub for market news, analysis, and educational content. The Role We are seeking a Business Data Analyst to bring analytical rigor to our product efforts. The role will help us measure performance, analyze visitor and subscriber behavior, and optimize customer acquisition and retention efforts. This role will own data analytics architecture, reporting, forecasting models, user behavior analysis, and work cross-functionally to enhance our product and marketing strategies. You will be responsible for building and tracking KPIs across Morningstar Investor, Morningstar.com, and our broader suite of investor products, implementing analytics solutions, and driving insights that support strategic decision-making. This role will report to the Head of Product, and will partner with the engineering team to ensure seamless tracking and reporting. Key Responsibilities Data Analytics & Reporting Track and analyze daily, weekly, monthly, and yearly KPIs to measure the product's effectiveness and progress toward growth goals. Build, maintain and continuously evolve dashboards that monitor trials, subscriber growth, page views, engagement, and on-site behavior across Morningstar Investor and Morningstar.com to meet the needs of the product. Consolidate data from various sources such as Google suite, Redshift, Stripe, and AWS to create automated reporting solutions that provide actionable insights. Collaborate with the engineering team to design solutions to better surface and analyze these insights. Monitor and validate data from third-party sources to ensure accuracy and reliability. Define baseline targets and use data-driven insights to optimize acquisition, engagement, and retention strategies. Conduct cohort analysis, customer lifetime value (LTV) modeling, and retention analysis to inform product investment decisions. Forecasting & Financial Modeling Develop and maintain financial forecasting models to project revenue growth and subscription trends over the next three years based on historical data and market assumptions. Evaluate the impact of pricing, marketing spend, and customer acquisition efforts on financial performance. Data Infrastructure & Collaboration Work with engineering and data teams to build and maintain a centralized data infrastructure that supports product analytics. Define and implement data tracking solutions using Google Tag Manager (GTM) and SQL-based data pipelines. Qualifications & Skills 2-5 years of experience in data analytics or business intelligence. Strong experience in SQL for querying and analyzing large datasets. Proficiency in Google Marketing Platform (Google Analytics, Google Ads, Looker Studio). Experience working with data visualization tools (Tableau, QuickSight, Looker Studio). Strong analytical skills, including financial modeling, forecasting, and trend analysis. Ability to clean, structure, and interpret large datasets to generate actionable insights. Strong problem-solving skills and ability to translate data into business recommendations. Experience with AWS (Athena, Redshift, QuickSight) for data analysis. Familiarity with A/B testing tools (Google Optimize, Optimizely) and tracking platforms. Programming experience in Python or R for advanced data analysis. Knowledge of subscription-based business models and customer retention metrics. Why Join Us? Be a key driver of growth in a data-driven, insight-rich environment. Work with a team passionate about empowering investors. Collaborate with cross-functional teams. Join a mission-driven company dedicated to transparency and investor education. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $74,325.00 - 126,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Company At Morningstar, great people are our most important assets and essential to our success. We look for hardworking, enthusiastic people to join us in our mission to help investors reach their financial goals. In turn, we offer people an environment that fosters an entrepreneurial spirit, offers dynamic career paths, and rewards employees for helping Morningstar thrive. We operate in 27 countries. Our global teams delight our clients around the world by creating industry-defining financial products and services. We are a leading provider of independent investment research in North America, Europe, Australia, and Asia. Our company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. We provide data on approximately 550,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 21 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries. The Role: Morningstar is looking for a visual/communication design intern to join the Corporate Design Office team. This is an excellent opportunity to gain valuable work experience and exposure to corporate design, brand strategy, visual brand development, content development, UI/UX, and environmental graphic design. The Design Intern will work closely with the design director, design team, product managers, copywriters, developers, and other internal groups to develop digital, print, and experiential design solutions across all of Morningstar's non-commercial corporate communications. Our interns are expected to assist designers in all stages of the design process from concept to completion as well as general production tasks. All positions are based in our Chicago office, 5 days a week. Responsibility Assist the Corporate Design Office team with developing & designing content for a variety of mediums and communication channels including print, digital, and environmental. Participate in conceptual design development workshops. Assist designers throughout all stages of the design process including concept development, design development, implementation, & documentation. Assist with potential photography needs related to internal events. Assist with workshop planning & preparation for design strategy sessions with internal stakeholders & clients. Assist with designing PPT / presentation slides as needs arise. Assist with recurring requests that often require production and attention to implementing Morningstar's detailed design standards. Corresponding with internal clients, including answering routine inquiries, sketching multiple design options for review, and implementing the final design solution. Spec final design files and prepare final images for production. Maintain and organize archival digital files. Requirements Flexible, self-starter who can work independently with strong attention to detail and has an interest in various aspects of brand, marketing, and visual communication. Growth mindset and willingness to step forward and make contributions for the betterment of Morningstar and its employees. Excellent communication skills and the ability to work collaboratively or on an independent basis. Curiosity, resourcefulness, and a desire to solve challenging information and communication design problems. Excellent typography skills as well as effective communication, presentation, and technology skills. Basic knowledge of Adobe Creative Suite, InDesign, Photoshop, Illustrator, Figma, and Microsoft Office. Adobe AfterEffects, Premiere and Adobe Experience Manager knowledge is a plus, as is JavaScript and HTML experience. Applicants must be enrolled in an undergraduate or graduate degree program throughout the internship, preferably one with an emphasis on design. Please include your resume, indicate your work availability in your cover letter, and attach design samples (or include a website) in your online application. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

Morningstar DBRS is a dynamic, global organization that operates within a highly regulated industry. We are seeking a Senior Legal Counsel (“SLC”) who will be based in either Chicago, Toronto or New York. The SLC will report directly to the Morningstar Global Head of Regulatory Strategy and Advisory, Legal, a direct report of the Chief Legal Officer. The SLC will have a direct report - an attorney in Madrid covering Europe and will work in close coordination with an attorney in Toronto covering North America. The SLC will work closely with Morningstar DBRS's business leaders and will be responsible for the leadership, development and management of legal affairs for commercial activity across all jurisdictions in which Morningstar DBRS carries on business. As a critical member of the Morningstar DBRS team, the SLC will be expected to operate at a strategic level in a fast-paced, dynamic environment; to advise business leaders and assist in making informed and balanced decisions to help shape and move the business forward. This role requires the SLC to think strategically about the growth of the Morningstar DBRS business internationally but also requires the SLC to efficiently manage several different commercial matters simultaneously with an emphasis on getting the work done. Responsibilities: Given the amount and variety of activity, coupled with the evolving culture of Morningstar DBRS as a result of continuous growth, as well as the evolving landscape in the various jurisdictions, the SLC will need to be very hands-on and have the ability to deal with a broad range of commercial legal matters. While not an exhaustive list, here are some examples of day-to-day activities the SLC will be involved in: Providing legal support to commercial business initiatives and supporting the Morningstar DBRS business development team in carrying out their activities. This will include negotiating and advising on letters of engagement, confidentiality agreements, requests for proposals and due diligence inquiries with/from companies seeking to engage Morningstar DBRS to assign credit ratings Negotiating and advising on credit rating data feed agreements and website subscriptions; and supporting the Morningstar DBRS data products team in carrying out their activities Reviewing, negotiating and advising on non-reliance and hold harmless letters from accounting firms and others providing reports in the credit analytical function and supporting the Morningstar DBRS credit analytics teams in relation to this Negotiation, drafting, and reviewing of Morningstar DBRS commercial contracts related to data service providers, sponsorship agreements, procurement contracts and other agreements Maintaining and organizing the relevant contractual documentation in a logical and systemic manner Working closely with the Morningstar DBRS Compliance team, the Morningstar Legal team and the Morningstar DBRS teams to ensure that Morningstar DBRS is properly managing legal compliance and regulatory responsibilities as well as ensuring commercial practicality and protecting the organization's reputation Ensuring that Morningstar DBRS commercial activities are conducted in accordance with applicable laws and the commercial requirements of those with whom it does business In conjunction with the Morningstar Privacy team, reviewing Morningstar DBRS processes to ensure that Morningstar DBRS complies with all applicable data protection legislation Serving as a resource in the maintenance of corporate filings, opening of offices in new markets, managing and coordinating legal aspects related to Morningstar DBRS Keeping abreast of legal developments, particularly those affecting the credit rating agency industry Other matters as assigned and/or determined from time to time Qualifications Law degree Must be admitted to practice as a lawyer in Illinois, New York or Ontario; other jurisdictions are an advantage At least 10 years of financial services experience, ideally in a regulated business, coordinating with regulatory and compliance teams Knowledge and familiarity with structured finance, credit ratings and capital markets is an asset Experience in managing a small team as part of a broader global team is an advantage Attributes: Strong business acumen Leadership skills, gravitas and the ability to influence Integrity and a high degree of professional ethics Excellent judgement and analytical skills First class interpersonal and communication skills Superior drafting, problem-solving and attention to detail skills Proven capability to work independently Collaborative teammate and colleague Total Compensation Range: $275,000 - $350,000 Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

As the new Morningstar Global Employer Brand Marketing professional, you will develop and implement content and strategies that attract and engage top talent by shaping the company's reputation as an employer. You'll use your brand marketing experience, effective communication strategy and execution expertise and ability to collaborate across global locations with Talent Acquisition, communication teams and marketing teams to create employer branding campaigns across platforms. You'll manage budgets and analyze data to measure the effectiveness of employer brand strategies. Core responsibilities • Strategy development: Create and lead the global employer branding roadmap, including action plans and performance metrics. • Content creation: Produce and manage content, such as job postings, career pages, blog posts, and videos, that showcase the unique Morningstar employer value proposition. • Campaign management: Plan, launch, and execute employer brand campaigns across various channels, including web and social media. • Collaboration: Work closely with regional Talent Acquisition teams, corporate marketing, design, external and internal communications teams to ensure unified brand experience and shared ownership. • Brand management: Own and manage all employer brand touchpoints, ensuring consistency across platforms and digital channels. • Data analysis: Monitor campaign success, conduct market research, and analyze data to gain insights and adjust strategies accordingly. • Budget management: Manage budgets for employer branding and recruitment marketing initiatives and track performance against financial goals. Help build the business case for further investment. Essential skills and qualifications • Proven experience in employer branding and recruitment marketing, preferably as a new functional owner. • A bachelor's degree in a related field is required. • Strong understanding of marketing and communications principles, including digital marketing proficiency. • Strategic and creative thinking abilities. • Strong teamwork skills. • Excellent communication skills to collaborate with various stakeholders. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $121,400.00 - 218,525.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Group: Morningstar is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Our mission is to empower investor success and everything we do at Morningstar is in the service of the investor. Reporting to the Audit Committee of the Board of Directors, the purpose of the Global Audit and Assurance (GAA) function is to strengthen Morningstar's ability to create, protect, and sustain value by providing the Company with organizationally independent, risk-based, and objective assurance and consulting services to evaluate and improve Morningstar's governance, risk management and control processes. The Role: Morningstar's GAA function seeks a highly motivated Senior Internal Auditor who thrives on new experiences and challenges. As a Senior Internal Auditor, you will play an integral role in evaluating the company's business and information technology processes and effectiveness of internal controls. You will have the opportunity to work on a variety of operational, compliance, financial, and information technology reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the company's Sarbanes-Oxley Section 404 compliance activities. You will work closely with all levels of management across the organization, recommending changes to strengthen controls for increased efficiencies and reduced risks. The Senior Internal Auditor will be expected to take ownership of audit workstreams, synthesize complex information, and contribute meaningfully to GAA. This role reports directly to the Global Audit & Assurance Manager. Key Responsibilities: Execute audit workstreams across financial, operational, compliance, and information technology reviews, applying sound audit judgment throughout planning, execution, and reporting Perform walkthroughs of complex business and information technology processes and independently assess the design and operating effectiveness of internal controls. Evaluate, synthesize, and interpret audit evidence against defined criteria to identify root causes, key risk themes, and meaningful insights Develop clear, risk-focused observations and practical recommendations that articulate business impact and drive corrective action Effectively apply the COSO internal control framework, COBIT IT governance framework, IIA Global Internal Audit Standards and US GAAP accounting principles. Assist audit management with the execution of continuous risk assessment and audit plan development Serve as a trusted advisor and business partner by proactively identifying improvement opportunities and emerging risks Requirements: Action-oriented, self-starter with strong verbal and written communication skills. Comfortable working both independently or in teams with a demonstrated ability to deliver end-to-end audit projects on time with a high degree of quality. Demonstrated ability to diagnose problems, determine root causes, and recommend pragmatic solutions to complex challenges Strong capability in risk identification, risk assessment, and control design and evaluation Solid knowledge of internal auditing standards; accounting and business principles; and computerized financial and operational systems Undergraduate degree in accounting, business, information technology, management information systems, or a related field. Minimum of 3 years of internal or external audit experience. Understanding of the technical aspects of accounting and financial reporting Additional Desired Attributes Experience in working for a Big 4 or Tier-Two public accounting firm highly preferred Professional accreditation (e.g., CIA, CPA, CISA) highly preferred Experience in performing data analytics and using data extraction and analysis software such as Alteryx, Microsoft 365 (e.g., Excel advanced analytics, Power BI, Power Automate, SharePoint), or similar platforms to support audit execution, risk analysis, or process improvement Demonstrated interest in innovation, including the application of data analytics, automation, or emerging technologies to enhance audit quality and efficiency Exposure to auditing or assessing risks related to advanced technologies, including artificial intelligence, machine learning, automation, or complex data-driven systems Exceptionally curious, adaptable, and comfortable navigating ambiguity and change in a dynamic environment Highly collaborative, with a strong ability to partner cross-functionally on detail-oriented initiatives Excellent project management, presentation, and storytelling skills, including the ability to tailor messages to different audiences and clearly articulate the business impact of findings to stakeholders Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $95,275.00 - 161,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Group: Technology drives our business. Our team is made up of talented software engineers, infrastructure engineers, leaders and UX professionals. We care about technology as a craft and a differentiator. We bring our global products to market with a mix of software, cloud, data centers, infrastructure, design and grit. We created the Morningstar Summer Intern Program for Technologists for college students entering their final year as a first step towards successful, long-term careers in technology. Participants will contribute to different aspects of Morningstar's technology organization through ten-week- individual and group projects, learning about financial series, data, and products. You will also receive hands-on mentoring from your colleagues and the Summer Intern team to help you succeed at Morningstar. The Role: The Morningstar Summer Internship Program for Technologists is accepting applicants graduating in 2027. Successful applicants will be assigned meaningful work suitable for their background. The program advisors and mentors will meet with you regularly to identify and develop your summer goals. Summer interns have the opportunity to apply directly to the Morningstar Development Program after graduation. All positions are based in our Chicago office, 5 days a week. Responsibilities Join a Morningstar Agile squad to help address business problems through thoughtful research, analysis, and creative thinking in an individual project. Collaborate on a ten-week-long group case study and present the results to senior leaders, stakeholders, and managers. Participate in training sessions with Morningstar employees across the company spectrum, building a foundation of knowledge to develop throughout your Morningstar career. Preferred Qualifications An outstanding academic record. Excellent communication and leadership skills. Coding skills. Demonstrated critical thinking and creative problem-solving skills. Ability to adapt well to different situations and thrive in a challenging, fast-paced environment. Requirements Between 0-2 years of professional working experience. Currently enrolled in full-time bachelor's degree program, graduating in 2027, preferably studying Computer Science. A resume is required to apply. **Please be sure to include the word "Resume" in the file name of your resume** Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

The Program: Morningstar's Internship Program offers students the opportunity to gain hands-on experience, professional development, and exposure to our mission-driven culture. As a Sales Development Intern, you'll be part of a cohort of interns across the company, participating in training, mentorship, and networking opportunities while contributing meaningfully to our sales organization. We welcome students from all majors who are curious, driven, and passionate about making an impact. This internship is ideal for those interested in exploring a career in sales, client engagement, and financial services Job Responsibilities: Learn how to identify potential clients and build lead lists using tools like LinkedIn and CRM platforms. Assist in drafting outreach emails and call scripts to support sales campaigns. Shadow SDRs and regional sales reps to observe client conversations and understand the sales cycle. Contribute to small projects that improve sales processes or client engagement strategies. Location: Chicago Start Date: June 1st 2026 What we look for Between 0-2 years of professional work experience. Currently pursuing a bachelor's degree (graduating in 2027 or later). Strong communication skills, both verbal and written. Interest in financial markets, investing, or financial technology. Self-motivated, goal-oriented, and eager to learn. Comfortable working in a fast-paced, collaborative environment. Demonstrated leadership or involvement in campus organizations or previous internship experience is a plus. Must possess unrestricted right to work in the U.S. for this position. A resume is required to apply. Please include the word "Resume" in the file name of the resume you upload. Must possess unrestricted right to work in the U.S. for this position A resume is required to apply. **Please be sure to include the word "Resume" in the file name of the resume you upload Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

To be considered for this role, please do all of the following: Submit a resume. Write a cover letter detailing your background and why you would be a good fit as an Associate Analyst on the Equity Strategies team within Manager Research. The Group: Morningstar's Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. The Role: As an Associate Analyst on the Equity Strategies team within Manager Research, you will play a key role in delivering objective, independent research on funds and other investment vehicles to help individuals, intermediaries, and institutional investors make better investment decisions. The position requires a passion for investing along with strong analytical, presentational and writing skills. In this role, you will research and rate funds and other investment vehicles such as separately managed accounts, while also developing broader investment expertise that contributes to the team's thought leadership. The position is based in our Chicago office. Responsibilities • Conduct quantitative and qualitative analysis using our databases, monitor regulatory information, interview portfolio managers, and perform on-site due diligence visits of asset-management firms. • Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds' management, strategy, parent company, performance and expenses. • Author analytical research reports, articles, and industry studies. • Discuss ratings and reports with external institutional clients and internal investment management group. • Monitor important developments in the fund industry and global markets. • Develop expertise in various asset classes, asset management firms, and the overall industry. • Capably navigate Morningstar's database, document data errors, and surface ideas for database and methodology enhancements. Requirements • A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst designation (or progress toward one or the other) is preferred. • A minimum of two years of experience in manager research or a related role is preferred but not required • Familiarity with investing concepts / financial markets • Passion for investing and for helping investors make better investment decisions. • Excellent time management, analytical, writing and verbal communication skills. • Ability to work at times independently, and at other times within a collaborative environment. • Familiarity with programming languages (i.e. Python, R, MATLAB) a plus. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $70,825.00 - 120,425.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

The Group The corporate business group consists of a variety of departments including accounting, finance, corporate communications, legal, compliance, design, marketing, human resources, and technology. These functions play an essential role in supporting the operations and strategic initiatives of Morningstar`s business groups. The Role The Business Continuity Analyst will work directly with individuals across Morningstar to help implement and maintain various aspects of the Business Continuity portion of the Enterprise Resilience Program, and ensure that is aligned with regulatory expectations, corporate guidelines, and local requirements. The ideal candidate will have experience in Business Continuity Management, be risk-oriented, and focused on ensuring staff and location resilience. This position will report to the Global Enterprise Resilience Manager, and it is based in our Chicago office with a hybrid work arrangement. Position Location: Chicago, IL (Hybrid - 4 days onsite per week) Job Responsibilities: Risk Management - identify and document areas of risk related to business continuity, using established enterprise standards. Business Continuity SME - act as the SME that can provide best practices, guidance and recommendations for remediation of identified BC risks. Support development of BC capabilities across the enterprise Communication - an influencer and a communicator. Work with broad range of global employees and support them through all parts of the Business Continuity Management program. Documentation - work with business units and product teams to assist in completing Risk Assessments, Business Impact Analysis, and end-to-end Business Continuity Plans Governance - assist in updating and maintaining of business continuity standards, templates, documents and policies Exercises - assist with management, execution and documentation of Business Continuity exercises Compliance - Work with Global Security, Privacy, and Resilience Services team to respond to client RFPs, DDQs, and audit requests Training and Awareness - support creation and maintenance of training and awareness programs, presentations, and materials Administration - assist in management and maintenance of the enterprise continuity management software and emergency notification platform Qualifications: A bachelor's degree and 3+ years of experience in business continuity management or equivalent combination of education and experience. Strong understanding of Business Continuity standards, principles, tools, and techniques Strong interpersonal skills, with experience in interacting with global multicultural staff at all levels within the organization. Excellent project management, planning, and organizational skills. Verbal and written English skills at a professional level. Proven ability to prioritize multiple, complex tasks. Ability to set goals and prioritize objectives pertaining to tasks, projects, and deadlines Must be able to work as a part of a team or independently Proven competencies in conflict resolution, adaptability and coordination. Availability to work outside regular business hours to support testing/training/real life incidents Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $89,625.00 - 152,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

About the Role: We are seeking a skilled and experienced ServiceNow Developer to join our dynamic ServiceNow team in Corporate Systems. The ideal candidate should possess a strong technical background in ServiceNow development and ITSM, ITAM, and/or HR Service Management practices. You will collaborate with cross-functional teams to analyze requirements, design solutions, and implement enhancements to our ServiceNow instances, ensuring seamless integration with existing systems and business processes. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Position Location: Chicago, IL (Hybrid - 4 days onsite per week) Job Responsibilities: ServiceNow Configuration and Development: Configure ServiceNow applications, modules, workflows, and interfaces to meet the organization's ITSM, HRSD, HAM and/or SAM requirements. Strong knowledge and experience across ServiceNow product and process areas; HRSD, Hardware Asset Management, and ITSM preferred. Service Catalog Development: Create and maintain a user-friendly Service Catalog, including service offerings, request workflows, and service-level agreements (SLAs). Collaborate across the ServiceNow platform team and business stakeholders to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions Integration and Data Migration: Collaborate with other teams to integrate ServiceNow with other IT systems and third-party applications. Manage data migration tasks when required. Reporting and Dashboards: Develop custom reports, performance analytics, and executive dashboards in ServiceNow to provide real-time insights into IT/HR service performance and key metrics. Experience with Performance Analytics a plus. Continuous Learning: Stay current with the latest ServiceNow features, tools, and best practices. Proactive Improvement: Identify opportunities for improvements and provides recommendations for improvements to optimize ServiceNow solutions. Testing and Quality Assurance: Conduct thorough testing of ServiceNow configurations and developments to ensure system stability, reliability, and accuracy. Lead and drive for test automation. Documentation: Maintain comprehensive technical documentation for all ServiceNow configurations, customizations, and developments. Requirement Gathering and Analysis: Work closely with business stakeholders and technical teams to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions. Qualifications: Bachelor's degree in Computer Science, Information Technology, or a related field. Minimum 5 years of working experience as a ServiceNow Developer, preferably with ITSM, HRSD and/or ITAM modules. ServiceNow Certified Application Developer (CAD) certification is highly desirable. Proficiency in JavaScript, HTML, CSS, and XML with hands-on experience in ServiceNow scripting and development. In-depth knowledge of ITIL processes and best practices for IT Service Management. Strong analytical and problem-solving skills to design effective ITSM, HRSD and/or ITAM solutions. Ability to work collaboratively in a team-oriented environment, effectively communicating complex technical concepts to both technical and non-technical stakeholders. Excellent organizational and time management skills to handle multiple projects simultaneously. Understanding of Agile development methodologies is a plus. We are not considering candidates who require sponsorship now or in the future. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $89,625.00 - 152,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

Term: Jan-Dec 2026. This is a one-year assignment with potential to extend in 2027. Summary: This is a fantastic opportunity to work across all Morningstar Business Units on a high-profile program. This cross BU program is focused on defining and executing on public private convergence 2026 initiatives. The role involves working closely with Senior Program Managers and Program Sponsors, as well as business unit workstream teams globally. Responsibilities: Work with key stakeholders and PPC program leadership to plan, scope, identify deliverables and required resources and timeline for 2026 PPC initiatives. Contribute to the program project plan including real-time updates, and ensuring that requirements are clearly communicated. Identification of action items and owners and proactive follow up on deliverables across data, analytics, research, products and marketing teams Close tracking of key deliverables, dependencies, and deadlines Proactive identification and escalation of risks and any blocked parts of the plan. Company-wide reporting on progress Meeting coordination Meeting note documentation Skills/Experience: Ability to manage multiple projects simultaneously Good judgement to assess need to escalate risks Strong executive presence/ability to communicate with senior stakeholders Ability to navigate across multiple business units and departments including data, analytics, research, product, marketing and enablement, and build trusted relationships Strong organizational skills and attention to detail Data and metrics driven Excellent time management Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

The Group: The Morningstar Investment Management group consists of our investment advice, consulting, retirement-solutions, and index businesses. Through our investment advisory subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. The Role: The Internal Sales Consultant will be a critical part of our sales team for Morningstar Investment Management, Inc. (MIM), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. You will work with your Regional Sales Directors to increase managed account business within your assigned territory. This position is based in our Chicago office. Responsibilities Be conversant in all aspects of our managed portfolios program. Source clients and develop relationships with financial advisors within an assigned territory. Comfortably converse with financial advisors over phone and zoom calls. Provide assistance to existing advisor clients within assigned territory to help them grow their book of business. Use the Salesforce CRM to document and manage prospecting and relationship efforts. Collaborate with the Portfolio Specialist and Investment Management teams. Work alongside Regional Sales Directors to grow sales in assigned territory. Requirements Bachelor's degree. Minimum of two years related industry experience. Demonstrated ability to develop sales relationships with financial advisors over the phone and zoom. Strong interest in and the ability to explain portfolio management and market concepts. Excellent spoken and written communication skills. The ability to work independently. SIE or ability to obtain within 3 months of employment. Series 65/Series 66 or ability to obtain within 6 months of employment. Total Cash Compensation: 83,225.00 - 149,825.00 USD Annual Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

The Team: The Corporate team unites a variety of functions at Morningstar including design, marketing, finance, quality, talent & culture, corporate communications, legal, compliance, strategic planning, and technology with the goal of keeping our business running smoothly. Each of these functions plays an essential role in supporting our company's infrastructure, day-to-day operations, and ongoing strategic initiatives. The Role: We believe that people are our most important asset. Our people-through their creativity, talent, and willingness to learn-are essential to the success of our company. We are seeking a Global Career Development & Growth Solutions Lead to build and scale Morningstar's global Career Development Center of Excellence (CoE). This role will design and deliver innovative career development solutions for a global audience, oversee an internal coaching program, and lead the creation of a global internship program. Reporting into the Global Director of Career Development and Transformation, the Lead will also run key learning and development experiences such as Morningstar Development Program (MDP) Academy, while creating a roadmap for early career development programs that strengthen our talent pipeline. Partnering closely with the Global Director of Career Development and Transformation, this role will shape and operationalize Morningstar's global Career Development CoE practice. This position is in our Chicago office and is not open for relocation. Key Responsibilities: Build and manage a global Career Development CoE. Launch and oversee an internal coaching program. Design and implement a global internship program. Deliver L&D programs such as MDP Academy. Develop and execute a roadmap for early-in-career development experiences. Partner with business leaders and HRBP's to scale global career development solutions. Lead and successfully execute projects on behalf of, or in partnership with, other Talent & Culture team members in areas such as analytics, process improvements, transformation, program enhancements or new program launches, organizational change, information management, HRIS, and communications. Establish and promote a learning culture and dynamic that continuously cross-trains and transfers knowledge between team members. Requirements A minimum of a bachelor's degree or its equivalent. 4+ years of experience in career development, early careers, or L&D. Strong program or project management, operations and stakeholder engagement skills. A passion for developing talent and fostering L&D or Career Programs. Ability to work collaboratively or on an independent basis. Strong analytical skills and the ability to solve problems on a strategic level. Excellent communication skills and high emotional intelligence. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $95,275.00 - 161,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity